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Wealth and Asset Management

02/12/2024

JM Finn shortlisted for 3 City of London Wealth Management 2024 Awards

Nominations follow the firm’s win for the Best Discretionary Wealth Management Award in 2023.

02/12/2024

Comco report on the CS takeover takes a victory lap

This has now apparently resulted in delays in publication.

02/12/2024

SJP remains ‘active advocate’ despite passive move

Pressure on fees has raised the prospect of a move into lower-cost funds, but SJP says it is still an advocate for active investing.

02/12/2024

UBS Restarts Buyback as Ermotti Slogs Through ‘Pivotal’ Year

Expenses related to the integration in the final three months of 2023 helped push the bank to its second-straight quarterly loss.

02/12/2024

Amundi Buys Swiss Firm in €350 Million Private Markets Push

Amundi expects the deal to generate more than 13% in return on investment in three years, including revenue synergies.

02/12/2024

Julius Baer's private debt write-off splits investor opinions

BRUSSELS: A significant chunk of European fund buyers are still planning to top up their private debt allocations in coming months.

02/12/2024

Natwest’s margins in focus as lender gears up for year of big changes

Investors will be focused on how resilient banks’ margins are in the face of a highly competitive market for deposits and mortgages.

02/09/2024

Pictet announces full-year 2023 figures

Solid results affirm long-term business model

02/09/2024

Praxis and the promise of a tech bro utopia

Praxis claims to be creating 'tech-powered, values-driven cities of the future'. But is there any substance behind the buzzwords?

02/09/2024

Societe Generale Results at 31 December 2023

Revenues of EUR 25.1 billion, down by -7.6% vs. 2022

02/09/2024

How Abrdn, BlackRock and DWS are gearing up for a digital assets boom

Fund giants want to make sure all departments have the right skills for the coming digital assets boom

02/09/2024

Vontobel to Cut Costs After Profit Declines

It characterized the market environment last year as being «particularly» challenging for active asset managers.

02/09/2024

Mediobanca profit tops forecast as wealth management shift advances

The bank, with a financial year running from July to June, is "fully on track" to meet targets set out in the strategy to 2026 it presented in May

02/09/2024

Bank We wants to secure growth with a capital increase

Growth in mortgage loans was particularly strong.

02/09/2024

Teodoro Cocca: «UBS Wants Messi and Ronaldo»

According to him, the decisive question is how the investment banking business will help to add value to the wealth management business.

02/09/2024

Citigroup London wealth division faces 10% job cuts - reports

Around 51 of 485 roles

02/09/2024

Nucleus buys white label platform firm

Third Financial provides an investment platform and wealth management software.

02/09/2024

Zürcher Kantonalbank achieved a consolidated profit of CHF 1,238 million in 2023 and is paying a record dividend

The highest profit distribution to date of CHF 528 million to the canton and municipalities

02/08/2024

Nordic group invests in UK wealth manager in expansion push

The investment is subject to FCA approval.

02/08/2024

The limits of wealth — calling time on the super-rich

The rich have always been with us. Is that a good thing?

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Barclays and NatWest to table rival bids for £2bn wealth manager Evelyn

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Utmost Wealth: How Luxembourg’s framework empowers international wealth structuring

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BoD - 6M Results for period ended 31/12/25 approved

02-11-2026

Evelyn Partners ‘will not become Coutts’ following NatWest takeover

02-11-2026

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02-11-2026

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02-11-2026

ABN AMRO posts net profit of EUR 410 million in Q4 2025

02-12-2026

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02-12-2026

AJ Bell Investcentre onshore bond link will provide advisers with more comprehensive tax and estate planning capabilities

02-12-2026

Deutsche Bank Private Bank expands sports financing footprint

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Crédit Agricole CIB Pioneers Acceptance of Multi-currency Chinese Sovereign Bonds as Derivatives Collateral

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Global financial services CEOs upbeat on revenue, profitability and productivity growth in 2026, as ROI in AI exceeds expectations

02-12-2026

IFGL appoints chief people and culture officer

02-12-2026

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